Joshua Nunn is a ChFC-designated registered investment advisor at Centura Wealth Advisory, based in San Diego, CA, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 547 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centura Wealth Advisory offers investment management services for an annual fee based on the amount of assets managed. This fee can be up to 1.25%. The annual fee is calculated quarterly based on the market value of the assets. For certain client holdings, Centura may negotiate a different fee rate. Assets on the SEI platform that do not utilize investment strategies through SEI Sponsored Programs will be charged Centura's investment advisory fee, as well as a SEI platform fee of 0.05%, collected quarterly.
Location
12255 El Camino Real, Suite 125, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is a creative director at Beach Chapel, dedicating about 10-20% of his time. He also works as a musician at Movement Church for a few hours per week and spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Centura Wealth Advisory
Previous Registrations
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.